Duplicate transactions keep downloading in banking and credit cards

Let me help you fix things about duplicate transactions that keep coming back to your bank feeds, @marcarchibald_01.

QuickBooks is dependent on the entries that are transmitted from your financial institution. Transactions are being posted in the system the way they have been cleared from your bank.

Once you excluded duplicate transactions, it's possible to be forwarded back to the For Review tab if you haven't deleted them. We can check the audit log to review if there was a transfer that happened. 

Here's how: 

1. Go to Settings ⚙ and click Audit Log.
2. Choose Filter.
3. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
4. Lastly, select Apply.

If no results are displayed, we can exclude the transactions again and delete them afterward. This is to remove them from your books permanently. 

1. Go to the Banking menu from the left navigation panel.
2. Select the Banking tab, and choose the account you want to use.
3. Click the For Review tab.
4. Mark the checkbox of the transactions you want to exclude.
5. Select the Exclude option.
   
   
6. The items will be moved to the Excluded section.
7. From the Excluded tab, place a check in the box for the transaction you'd like to permanently delete.
8. Click the Delete tab.
   
   

For more insights about the process, please check out this article: Exclude a bank transaction you downloaded into QuickBooks Online.

Additionally, here are some resources you can use to help you in managing downloaded transactions in QuickBooks:

• Categorize and match online bank transactions
• Reconcile an account

Stay in touch if you have other questions about excluding and handling bank transactions in QuickBooks. I'll be more than happy to assist you again. Keep safe and enjoy the rest of the day.

I have done all of these steps and the next day the trasactions are back in my bank account and credit card account. This has been going on for over a month now on a daily basis.

Greetings, @marcarchibald_01.

We appreciate your time to post. Let me help you with what to do about this issue you're experiencing with bank feeds.

Excluding duplicates should prevent the same transactions from showing up in your bank feeds. Since this isn't the case in your end, I recommend getting in touch with the bank's customer support. This way, they can dig deeper what's causing this and help you from there.

Please feel free to read these handy articles for your reference:

• Exclude a bank transaction you downloaded into QuickBooks Online
• Categorize and match online bank transactions in QuickBooks Online

You can also send us screenshots in case you're getting any error messages inside QuickBooks so we can check and help you fix it.

Just leave a reply below if you have further questions with QuickBooks and bank feeds. I'm still here to help you.

Of course in my case Wells Fargo says its QBO.

I assume QBO requests all transaction since a given high water date, then ignores tranactions already processed. Disconnect Reconnect of the bank does not cause duplicates tells me QBO is handling what to ignore, since a connect to a different company / account would bring down all transaction.

So what is different about this one transaction that causes QBO not consider it already processed.

Hey there, @KRSM. 

Thanks for joining in on this thread. It's great to see a new face here in the Community. 

Since you've already spoken with your bank, I suggest contacting our Customer Support Team so they can take a closer look at your account. Here's how: 

1. Go to the Help (?) icon in the top right-hand corner. 
2. Click the Contact Us button. 
3. Enter your question and tap Let's talk. 
4. Scroll down and select to Get a callback. 

It's that easy! 

We're always here to have your back. Let us know how the call goes. Take care!

I have the same problem with multiple clients. The bank feed is not the issue. The issue is QBO. Please find a solution because it's very time consuming to deal with this.

Hi, @sheilap1. It's good to have you here in the Community. 

I wish you didn't have to experience such trouble with your transactions. Let me ensure you that this will be addressed right away and redirect you to the right support. 

But before that, may I know first what bank your clients are using? This way, I'd be able to assist you with the right solution. 

Also, if your account shows duplicate transactions, we can exclude and delete them. This prevents the same transaction from showing in your bank feeds. If you haven't done the process yet, you'll want to follow the steps given by my colleague above, Rubielyn_J. 

But if this isn't your client's case, I recommend contacting their bank. This way, they'll be able to review the account and determine the root cause. 

If the issue still persists, it would be best to reach out to our Customer Support team. They'll be able to pull up the account in a secure environment and further investigate the issue. 

Refer to Candice C's steps on how you can reach out to them.

Please consider checking our available hours when contacting them to ensure we address your concern timely.  

You can also visit this article to learn how to manage downloaded transactions: Categorize and match online bank transactions in QuickBooks Online. 

Keep us posted if you have further questions about duplicate transactions in QuickBooks Online. We're always here to help. Take care and have a nice day!

These duplicate transaction are a disaster!  I had the entire year reconciled and now transactions are showing up.  They are not for review, they are in the bank register. Some of them are cleared some not. None of them reconciled.  This did not happen for the account I turned off the bank feed.

It appears I need to turn off the bank feed and delete all the unreconciled transactions?  I need advise.

Thanks for getting involved with this thread, lbg3093.

Since you're not seeing your duplicate transactions on the For review section of your Banking screen, it's possible they may've already been matched and categorized.

If that's the case, you'll need to unmatch and uncategorize them. Afterwards, you can exclude and delete your duplicate transactions.

In the event you've already reconciled duplicate transactions which have been matched/categorized, I'd recommend working with an accounting professional. They'll be able to help you unreconcile your transactions and make corrections. If you're in need of an accountant, there's an awesome tool on our website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.

Here's how to unmatch downloaded transactions:
 

1. In the left navigation bar, go to Banking.
2. Choose a bank or credit card account by clicking its tile.
3. Access your Categorized tab and find a transaction you'd like to unmatch.
4. Click the blue link in your Added or Matched column to see the matched transaction.
   
   
    
5. From its Action column, select Undo.

If you need to uncategorize transactions, you can do so from your Categorized tab as well.
 

Once you've unmatched and uncategorized the duplicate transactions, you can proceed with excluding and deleting them:
 

1. From the Banking screen, choose which account you're working with, then access its For review tab.
2. Specify which transactions you want to exclude by ticking their checkboxes.
3. Use your Batch actions drop-down, choose Exclude selected, then go to the Excluded tab.
4. Mark which transaction you'd like to delete, use the Batch actions option, then select Delete.

After deleting the duplicate transactions, you may need to create a journal entry to keep your books balanced. An accounting professional will also be able to assist you with this part of the process if necessary,
 

You'll also be able to find many detailed resources about working with transactions in our help article archives.
 

If there's any additional questions, I'm just a post away. Have a lovely Tuesday!

I faced this situation with a client and here are the steps, I did to resolve the issue. 

1. First I disabled Rules to auto add transaction in register. As a bookkeeper I found that rules setup in QBO is a best feature but sometimes it create a mess. So I setup rules without auto add transactions and I have control in review tab what is being categorized. 

2. Undo duplicate transactions. 

3. With in range from review tab, select all transactions and exclude those.

4. Delete from exclude tab, it is optional. 

These duplicated are still happening and its 2024.  What is the resolution?

Thank you,

Cindy

Welcome to the Community, @CNDS. We want to ensure we can provide a timely solution to your concern regarding duplicate transactions that keep downloading in your bank. Thus, I'd like to ask for more details to help you achieve your goal.

Can you please provide us with additional information about the name of your bank to check and provide the right resolution? Any further details would be much appreciated for narrowing down this issue if there's a bank error on our end.

I'd appreciate any additional details that you can provide so I can help you out. I'll be keeping an eye out for your response to this.